IN THIS EPISODE, YOU’LL LEARN:

• 01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139)


• 35:46 - Why Stig just bought Prosus (Ticker in the US: | Ticker in Europe: PRX) as one of his four stocks in his portfolio.


• 45:37 - Why Tobias is bullish on First American Financial. (Ticker: FAF)


• 50:46 - What the patterns typically is for a bear market.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.


• North Media financial reports and investor relations material.


• The slide deck of First American Financial. Make sure to check out page 7.  


• Learn more about Prosus and the Net Asset Value.


• Peter Theil's video, Competition is for losers.


• Mastermind Discussion Q2 2022. 


• Mastermind Discussion Q1 2022. 


• Mastermind Discussion Q4 2021. 


• Mastermind Discussion Q3 2021. 


• Our FREE stock analysis resource, Intrinsic Value Index.


• Subscribe to our FREE Intrinsic Value Assessments.


• Tobias Carlisle's podcast, The Acquires Podcast
  


• Tobias Carlisle's ETF, ZIG.


• Tobias Carlisle's ETF, Deep.


• Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book


• Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com
  


• Tweet directly to Tobias Carlisle.

SPONSORS

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• Range Rover


• Briggs & Riley


• American Express


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• Public


• Onramp


• USPS


• SimpleMining


• Sound Advisory


• Shopify


• AT&T


• BAM Capital

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